Retirement tax questions

In the state area?

for NY? or some other state?

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If state tax withholding is showing in box 14 of the 1099-R , some states require $$ be in box 16, and box 16 cannot be blank (even though it may be on many 1099-R forms).

 

IF box 2a has a valid non-zero number, entering that value in box 16 should fix the problem.

IF box 2a is blank (undetermined) then the Federally taxable amount of box 1 is used...which is usually just the value of box 1 if there were no after-tax contributions (i.e. nondeductible) made to that retirement source.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*